FCA

FinTrust Capital Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 26.78%
This Quarter Est. Return
1 Year Est. Return
+26.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.49M
3
+$1.44M
4
PYPL icon
PayPal
PYPL
+$1.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Top Sells

1
+$5.28M
2
+$3.55M
3
+$2.64M
4
AMGN icon
Amgen
AMGN
+$1.49M
5
PM icon
Philip Morris
PM
+$1.44M

Sector Composition

1 Technology 10.26%
2 Financials 5.94%
3 Consumer Discretionary 4.65%
4 Healthcare 4.44%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$40.5K 0.01%
1,339
-6,122
577
$40.2K 0.01%
5,928
+3,436
578
$40.2K 0.01%
258
579
$40.1K 0.01%
2,000
580
$39.9K 0.01%
420
581
$39.4K 0.01%
1,188
+754
582
$39.1K 0.01%
300
583
$38.5K 0.01%
1,186
-15,152
584
$38.4K 0.01%
+50,000
585
$38.4K 0.01%
912
+175
586
$38.3K 0.01%
67
587
$38.3K 0.01%
1,550
588
$37.9K 0.01%
+2,285
589
$37.8K 0.01%
470
+98
590
$37.7K 0.01%
197
591
$37.7K 0.01%
2,635
592
$37.5K 0.01%
358
593
$37.4K 0.01%
94
594
$37.3K 0.01%
825
-37
595
$37.2K 0.01%
67
+8
596
$37.2K 0.01%
794
+119
597
$36.9K 0.01%
490
598
$36.9K 0.01%
152
599
$36.7K 0.01%
2,017
600
$36.5K 0.01%
536
+46
22 23
24
25 26